Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47940.88 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46545.93 Kr¶
PnL: ---------------------------------------> -342.64 Kr¶
DD now: ---------------------------------> -1.417 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 09:38:52.648201'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.480000 | 3224.000000 | 253.000000 | 8.520000 | 2971.000006 |
| HEBA B | 70 | 0.890000 | 2779.000000 | 143.000000 | 5.420000 | 2636.000010 |
| Boozt | 12 | 0.850000 | 1700.400000 | 46.400000 | 2.810000 | 1653.999996 |
| Corem Property Group B | 59 | 1.440000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| AcadeMedia | 12 | 0.930000 | 598.800000 | 41.800000 | 7.500000 | 557.000004 |
| MedCap | 2 | 3.820000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 1.940000 | 388.000000 | 33.000000 | 9.300000 | 355.000000 |
| SAAB B | 8 | -0.950000 | 3407.200000 | 30.200000 | 0.890000 | 3377.000000 |
| Resurs Holding | 22 | 0.260000 | 602.580000 | 28.580000 | 4.980000 | 573.999998 |
| OEM International B | 7 | 1.540000 | 554.400000 | 26.400000 | 5.000000 | 527.999997 |
| FM Mattsson Mora Group B | 50 | -0.840000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| HMS Networks | 2 | 1.110000 | 692.400000 | 19.400000 | 2.880000 | 673.000000 |
| Intrum | 4 | 1.530000 | 544.200000 | 17.200000 | 3.260000 | 527.000000 |
| Eastnine | 4 | -0.470000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Coor Service Management Hold. | 8 | 1.940000 | 545.600000 | 13.600000 | 2.560000 | 532.000000 |
| Norva24 Group | 16 | -0.860000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Karnov Group | 9 | -0.500000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Swedbank A | 3 | -0.260000 | 565.800000 | 1.800000 | 0.320000 | 564.000000 |
| Essity A | 4 | 0.000000 | 1150.000000 | 1.000000 | 0.090000 | 1149.000000 |
| CTEK | 13 | 0.740000 | 533.910000 | -0.090000 | -0.020000 | 533.999999 |
| Creaspac SPAC | 6 | -0.310000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Handelsbanken A | 5 | 0.090000 | 544.500000 | -1.500000 | -0.270000 | 546.000000 |
| Essity B | 2 | -0.870000 | 572.400000 | -1.600000 | -0.280000 | 574.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.600000 | 242.400000 | -3.600000 | -1.460000 | 246.000000 |
| Nordea Bank Abp | 29 | 0.030000 | 3449.840000 | -4.160000 | -0.120000 | 3453.999992 |
| Securitas B | 6 | 0.170000 | 564.960000 | -5.040000 | -0.880000 | 570.000000 |
| Sampo Oyj SDB | 7 | 0.000000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| Midsona B | 63 | 1.350000 | 567.630000 | -15.370000 | -2.640000 | 582.999984 |
| International Petroleum Corp. | 5 | 2.100000 | 559.500000 | -35.070000 | -5.900000 | 594.565215 |
| Vivesto | 1368 | -2.160000 | 544.460000 | -68.540000 | -11.180000 | 612.999432 |
| Axfood | 13 | 0.250000 | 3669.900000 | -86.100000 | -2.290000 | 3756.000001 |
| OX2 | 18 | -0.190000 | 1446.300000 | -217.700000 | -13.080000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 3.430000 | 2979.600000 | -382.400000 | -11.370000 | 3361.999992 |
| TOTAL | 46545.930000 | -342.640000 | -1.41684% | 46888.564618 |
Updated:¶
'2023-01-23 09:39:04.936979'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
